Target the first wave

Start by focusing your change engagement efforts on employees who are impacted right now. Work with your project team to define groups that will be the first to do something differently and target communication to those employees. Your goal is to build understanding, buy-in and deep engagement … right now.

Break out your change communication toolbox and plan activities that will give them a chance to learn, ask questions and become familiar with the change. Offer hands-on training, knowledge resources, role-specific workshops and two-way outlets (such as live chats and Q&A sessions) when new ways of working are required.

For example, when a global financial institution was upgrading its HR Information System, we provided step-by-step training and how-to guides for HR Business Partners who needed to use the system’s backend.

Pro tip: For technology changes like this, collaborate with your project team to ensure a hypercare solution is in the works. (Hypercare is the period of time immediately following a system launch when an elevated level of support is made available to help users adopt the new system. This includes answering questions, providing instruction and troubleshooting system issues.)

Lastly, remember senior leaders! Provide them with change communication tools so they can trickle down the right information to impacted employees at the right time.

Build others’ awareness

Now it’s time to consider the next waves of the change—those who will be impacted later. During the early days of your communication efforts, focus on keeping these groups apprised of the vision and timeline for the project. But don’t worry about building their knowledge or encouraging action yet.

For this audience, leverage one-way communication tools, such as articles, newsletters, intranet banner ads and workplace communication (digital signs, posters and bulletin board signage), to publish company-wide, high-level announcements.

Send role-based email overviews to let these employees know when they can expect the change to impact them and how they’ll be supported.

As you develop knowledge resources, provide links so curious employees can access detailed information at any time.

Identify a trigger point

Here’s where your audience-specific planning makes the biggest difference. Collaborate with your project team to identify a trigger point: the moment when employees will be impacted by the change in the future. Then develop a communication solution for that event to provide employees with just-in-time information and resources they will need to take action.

This approach will help you build employees’ knowledge and engagement at the time of impact—just when they need it.

Here are two examples:

• Let’s go back to the onboarding scenario described in the intro. Every people manager who wanted to start the hiring process had to create a job requisition in the company’s HR system. This submission kicked off the hiring and onboarding process in the backend of the system. We leveraged this trigger point to send an automated email to the people manager to remind them of the new onboarding system—complete with links to learning materials, FAQ and a list of what to do next.
• For an organizational change at a global pharmaceutical company, employees in the U.S. received notice of job changes well before their colleagues in the European Union (EU). In the EU, each country had a different timeline before changes could occur because of critical works council negotiations. We developed a toolkit of change communication deliverables and provided them to each in-country communication partner, then counseled the partners on when to deploy each message based on their country’s unique timeline. In this case, each country’s works council approval served as the trigger point.

Develop a long-term solution

In addition to providing employees with just-in-time communication, it’s also critical to provide easily accessible information and resources they can find at any time. Imagine a hiring manager one year later thinking, “It’s been a while since I hired someone. Now where do I find that process?”

Develop a site or document repository for all your training and knowledge resources, and ensure they are easy to find. Hint: Use the right keywords in headlines and document titles so they are easily searchable. For example, employees won’t search for “HR Information System instructions.” They will search for “How to update my paycheck address.”

Provide links to these resources in the most relevant places. In our onboarding example, we provided links to how-to instructions on the homepage of the new onboarding system.

For technology changes, work with your project team to ensure all system-generated notifications drive employees to relevant resources.

Measure and repeat

The last and most important step in your change communication plan is to measure and adjust your plan as needed.

Start by assessing if employees are using the new system or employing new ways of working. Then measure employee participation in communication and training by monitoring the use of resources over time. Be sure to check in after milestones, such as launching a change to a new group of employees.

Conduct surveys to gauge employee awareness, understanding and ability to take action. Then follow these up with focus groups to dig deeper into the results. For example, if you learn that employees do not find live trainings helpful, hold focus groups to ask what they didn’t like about the training and what else they need to be successful.

As you gather participation metrics and effectiveness data over time, use this information to update your communication approach. Employees aren’t reading emails? Try shortening the copy, adding images and videos, or using another channel like Yammer. E-learning sessions falling flat? Schedule more live and in-person trainings to give employees the ability to interact and ask questions.